DFUV Institutional Ownership Trend

Institutional ownership trends for DIMENSIONAL US MARKETWIDE VA provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $22.81M in DFUV holdings for the quarter ended March 31, 2026, compared with approximately $20.38M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in DIMENSIONAL US MARKETWIDE VA.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DFUV institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DFUV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in DIMENSIONAL US MARKETWIDE VA.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$22,811,280470,724
Q3 20251$20,377,720455,979
Q2 20252$16,906,625399,873
Q1 20251$16,665,559404,406
Q4 20241$15,095,712368,908
Q3 20241$12,146,049291,342
Q2 20241$11,549,880294,115
Q1 20242$12,030,080313,515
Q4 20231$11,102,711298,300
Q3 20232$10,225,314312,656
Q2 20232$10,755,227334,823
Q1 20231$10,611,786316,959